Next Financial Group’s Sunoco SUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $38K | Buy |
928
+471
| +103% | +$19.3K | ﹤0.01% | 1602 |
|
|
2021
Q3 | $17K | Buy |
457
+122
| +36% | +$4.54K | ﹤0.01% | 1861 |
|
|
2021
Q2 | $13K | Buy |
+335
| New | +$13K | ﹤0.01% | 1903 |
|
|
2017
Q4 | – | Sell |
-185
| Closed | -$6K | – | 1275 |
|
|
2017
Q3 | $6K | Sell |
185
-1,000
| -84% | -$32.4K | ﹤0.01% | 1383 |
|
|
2017
Q2 | $36K | Hold |
1,185
| – | – | 0.01% | 873 |
|
|
2017
Q1 | $36K | Buy |
+1,185
| New | +$36K | 0.01% | 830 |
|
|
2015
Q4 | – | Sell |
-100
| Closed | -$3K | – | 1939 |
|
|
2015
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 1566 |
|